Sample workflows

Twelve ready-made outreach workflows to start from — call and try again, qualify leads, call at most 3 times a week across all agents, payment and renewal reminders, appointment and order confirmation, feedback, a CRM deal follow-up, and for people of your app ringing in the app, booking a call in their app and following up after a chat — what each does, the fields it reads, and how to start from one.

Every sample is a complete workflow that passes Check as soon as you choose the agent that places its calls. Start from one, then change it to fit: rename the steps, change the waits, add a path.

In the dashboard: Workflows → Outreach → New workflow, pick a sample, then choose the agent.

With an API key: create the workflow from the sample's id. The agent goes into every Call step:

curl -X POST https://api.graine.ai/v2/workflows \
  -H "Authorization: Bearer $GRAINE_API_KEY" -H "Content-Type: application/json" \
  -d '{"sample": "lead_qualification", "agent_id": "agt_0123"}'

GET /v2/workflow-samples lists every sample with its full definition.

Two things to set up first

A sample that reads from the call needs those fields in the agent's Custom Analysis, with the names it lists. And its Send to your system steps point at example.com addresses: replace them with your own before you publish.

The samples

Call and try again

Call each contact; when nobody answers or the call doesn't get through, try again 2 minutes, 30 minutes and 4 hours later.

Step	Kind
Contact enters	Start
Call the contact	Call
Try again later	Try again

Ends as: reached (success), unreached (failure).

Sample id: call_and_retry

Qualify new leads

Call a new lead while the enquiry is fresh, send hot leads to your CRM, and call warm ones again two days later.

Reads from the call: interest_level (text: hot, warm or cold), budget (number: their budget).

Step	Kind
Contact enters	Start
Call the new lead	Call
Try again later	Try again
How interested are they?	Read call results
Send the lead to your CRM	HTTP request
Give them two days	Wait
Call again	Call
Ready now?	Read call results

Ends as: qualified (success), crm_failed (neutral), not_qualified (neutral), unreached (failure).

Sample id: lead_qualification

Call, at most 3 times a week across all agents

Before each call, check how many times this person was called in the last 7 days — by any of your agents, campaigns, workflows or the API — and stop at 3. Otherwise call, and try again 4 hours, a day and two days later.

Every try goes back to Check call history, so each one is counted again, and a call someone else's list placed meanwhile counts too. When the history can't be read just then, the run ends rather than call without knowing.

Step	Kind
Contact enters	Start
Called 3 times this week?	Check call history
Call the contact	Call
Try again later	Try again

Ends as: reached (success), called_enough (neutral), history_unavailable (neutral), unreached (failure).

Sample id: capped_calls

Payment reminder with a promise to pay

Remind about a payment, record a promise to pay in your billing system, and call again on the due date.

Reads from the call: promised_to_pay (yes/no: they promised to pay), promised_amount (number: how much they promised).

Step	Kind
Contact enters	Start
Remind about the payment	Call
Try again later	Try again
Did they promise to pay?	Read call results
Record the promise	HTTP request
Wait for the due date	Wait
Call on the due date	Call

Ends as: promise_recorded (success), not_recorded (neutral), no_promise (neutral), unreached (failure).

Sample id: payment_reminder

Confirm an appointment

Confirm a booking; when they need another time, ask your booking system and wait for the new one.

Reads from the call: confirmed (yes/no: they will come), wants_new_time (yes/no: they asked for another time).

Step	Kind
Contact enters	Start
Confirm the appointment	Call
Try again later	Try again
Coming, or a new time?	Read call results
Mark it confirmed	HTTP request
Ask for a new time	HTTP request
Wait for the new booking	Wait for your system

Ends as: confirmed (success), rescheduled (success), reschedule_pending (neutral), unclear (neutral), update_failed (neutral), unreached (failure).

Sample id: appointment_confirmation

Confirm an order before it ships

Call before dispatch; confirm or cancel the order in your store, and hold it when nobody answers or the call doesn't get through.

Reads from the call: order_confirmed (yes/no: they still want it).

Step	Kind
Contact enters	Start
Confirm the order	Call
Try again later	Try again
Still want it?	Read call results
Confirm in your store	HTTP request
Cancel in your store	HTTP request
Hold the order	HTTP request

Ends as: confirmed (success), cancelled_by_customer (neutral), unreachable (failure), unclear (neutral), sync_failed (neutral).

Sample id: order_confirmation

Renewal reminder on a set day

Wait until the day you choose for each contact, call about the renewal, and record the answer.

Reads from the call: will_renew (yes/no: they will renew).

Step	Kind
Contact enters	Start
Wait for the call day	Wait
Remind about the renewal	Call
Try again later	Try again
Renewing?	Read call results
Record the renewal	HTTP request

Ends as: renewing (success), not_renewing (failure), undecided (neutral), crm_failed (neutral), unreached (failure).

Sample id: renewal_reminder

Ask for feedback

A day later, ask how it went; open a support ticket for a low rating.

Reads from the call: rating (number: 1 to 5), issue (text: what went wrong, if anything).

Step	Kind
Contact enters	Start
Wait a day	Wait
Ask for feedback	Call
Try again later	Try again
How did it go?	Read call results
Open a support ticket	HTTP request

Ends as: promoter (success), passive (neutral), needs_attention (neutral), no_response (failure).

Sample id: feedback_survey

Follow up until your CRM closes the deal

Open a deal for an interested contact and wait, up to two weeks, for your CRM to say it was won or lost; check in by phone if it says nothing.

Reads from the call: interested (yes/no: they want to hear more).

Step	Kind
Contact enters	Start
Introduce the offer	Call
Try again later	Try again
Interested?	Read call results
Open a deal in your CRM	HTTP request
Wait for the deal to close	Wait for your system
Check in	Call

Ends as: won (success), lost (failure), no_decision (neutral), not_interested (neutral), crm_failed (neutral), unreached (failure).

Sample id: deal_follow_up

Ring in the app, then try again

Ring each person in your app — now, or at the time you give for them — and when nobody answers, try again 2 minutes, 30 minutes and 4 hours later.

Each contact brings user_id, their ID in your app, and may bring preferred_time: without one the app rings now, and every try after the first rings when it comes.

Step	Kind
Contact enters	Start
Ring them in the app	Call, in their app
Try again later	Try again

Ends as: reached (success), unreached (failure).

Sample id: ring_in_app_and_retry

Book a call in their app

Book a call in each person's app for the time you give, then follow how it went: talked, declined or missed.

Each contact brings user_id and preferred_time. The call shows in the person's upcoming calls in your app until it rings.

Step	Kind
Contact enters	Start
Book a call in their app	Call, in their app

Ends as: talked (success), declined (neutral), missed (failure), not_rung (failure).

Sample id: book_in_app

After a chat, follow up

When a chat with someone your app identifies ends and they asked for a call, book it in their app for the time they said.

Reads from the chat: wants_call (yes/no: they asked to be called), preferred_time (text: when they want the call, as a date and time with its offset). Start it with Start when a call ends, with Chats counted: the run is for the person who chatted, and a time they didn't give rings now.

Step	Kind
Contact enters	Start
Did they ask for a call?	Read call results
Book the call they asked for	Call, in their app

Ends as: called (success), unreached (neutral), not_rung (failure), no_call (neutral).

Sample id: chat_follow_up

A sample in full

The Qualify new leads sample, as the API returns it with an agent chosen:

{
  "entry_node_id": "start",
  "on_no_match": "not_qualified",
  "nodes": [
    {
      "id": "start",
      "type": "start",
      "name": "Contact enters",
      "config": {
        "fields": [
          {
            "name": "source",
            "type": "string"
          },
          {
            "name": "product",
            "type": "string"
          }
        ]
      },
      "cases": [
        {
          "when": {
            "always": true
          },
          "then": {
            "to": "call"
          }
        }
      ]
    },
    {
      "id": "call",
      "type": "agent",
      "name": "Call the new lead",
      "config": {
        "agent_id": "agt_0123",
        "timeout_s": 1800
      },
      "cases": [
        {
          "when": {
            "cmp": "==",
            "left": {
              "var": "call.status"
            },
            "right": {
              "const": "completed"
            }
          },
          "then": {
            "to": "facts"
          }
        },
        {
          "when": {
            "cmp": "in",
            "left": {
              "var": "call.status"
            },
            "right": {
              "const": [
                "busy",
                "no_answer",
                "voicemail",
                "failed"
              ]
            }
          },
          "then": {
            "to": "again"
          }
        }
      ],
      "on_no_match": "unreached"
    },
    {
      "id": "again",
      "type": "retry",
      "name": "Try again later",
      "config": {
        "target_node_id": "call",
        "attempts": [
          {
            "delay": {
              "minutes": 5
            }
          },
          {
            "delay": {
              "hours": 1
            }
          }
        ]
      },
      "cases": [
        {
          "when": {
            "always": true
          },
          "then": {
            "to": "unreached"
          }
        }
      ]
    },
    {
      "id": "facts",
      "type": "extraction",
      "name": "How interested are they?",
      "config": {
        "agent_node_id": "call",
        "selected": [
          "interest_level",
          "budget"
        ]
      },
      "cases": [
        {
          "when": {
            "cmp": "==",
            "left": {
              "var": "extraction.interest_level"
            },
            "right": {
              "const": "hot"
            }
          },
          "then": {
            "to": "crm",
            "effects": [
              {
                "set_value": {
                  "state.temperature": {
                    "const": "hot"
                  }
                }
              }
            ]
          }
        },
        {
          "when": {
            "cmp": "==",
            "left": {
              "var": "extraction.interest_level"
            },
            "right": {
              "const": "warm"
            }
          },
          "then": {
            "to": "nurture"
          }
        }
      ],
      "on_no_match": "not_qualified"
    },
    {
      "id": "crm",
      "type": "api",
      "name": "Send the lead to your CRM",
      "config": {
        "method": "POST",
        "url": "https://crm.example.com/api/leads",
        "body": {
          "phone": "{phone}",
          "name": "{name}",
          "budget": "{budget}",
          "source": "{source}"
        },
        "variables": {
          "phone": {
            "value": {
              "var": "entry.mobile_number"
            },
            "required": true
          },
          "name": {
            "value": {
              "var": "entry.name"
            }
          },
          "budget": {
            "value": {
              "var": "extraction.budget"
            },
            "type": "number"
          },
          "source": {
            "value": {
              "var": "entry.source"
            }
          }
        },
        "timeout_s": 20
      },
      "cases": [
        {
          "when": {
            "cmp": "<",
            "left": {
              "var": "response.status"
            },
            "right": {
              "const": 300
            }
          },
          "then": {
            "to": "qualified"
          }
        }
      ],
      "on_no_match": "crm_failed"
    },
    {
      "id": "nurture",
      "type": "time",
      "name": "Give them two days",
      "config": {
        "delay": {
          "days": 2
        },
        "to": "second_call"
      }
    },
    {
      "id": "second_call",
      "type": "agent",
      "name": "Call again",
      "config": {
        "agent_id": "agt_0123",
        "timeout_s": 1800
      },
      "cases": [
        {
          "when": {
            "cmp": "==",
            "left": {
              "var": "call.status"
            },
            "right": {
              "const": "completed"
            }
          },
          "then": {
            "to": "second_facts"
          }
        },
        {
          "when": {
            "cmp": "in",
            "left": {
              "var": "call.status"
            },
            "right": {
              "const": [
                "busy",
                "no_answer",
                "voicemail",
                "failed"
              ]
            }
          },
          "then": {
            "to": "not_qualified"
          }
        }
      ],
      "on_no_match": "not_qualified"
    },
    {
      "id": "second_facts",
      "type": "extraction",
      "name": "Ready now?",
      "config": {
        "agent_node_id": "second_call",
        "selected": [
          "interest_level"
        ]
      },
      "cases": [
        {
          "when": {
            "cmp": "==",
            "left": {
              "var": "extraction.interest_level"
            },
            "right": {
              "const": "hot"
            }
          },
          "then": {
            "to": "crm"
          }
        }
      ],
      "on_no_match": "not_qualified"
    },
    {
      "id": "qualified",
      "type": "end",
      "name": "Qualified",
      "config": {
        "label": "qualified",
        "outcome": "success"
      },
      "cases": []
    },
    {
      "id": "crm_failed",
      "type": "end",
      "name": "CRM did not take it",
      "config": {
        "label": "crm_failed",
        "outcome": "neutral"
      },
      "cases": []
    },
    {
      "id": "not_qualified",
      "type": "end",
      "name": "Not qualified",
      "config": {
        "label": "not_qualified",
        "outcome": "neutral"
      },
      "cases": []
    },
    {
      "id": "unreached",
      "type": "end",
      "name": "Could not reach",
      "config": {
        "label": "unreached",
        "outcome": "failure"
      },
      "cases": []
    }
  ]
}

Sample workflows

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